FYI + Ignition

Create or update FYI tasks when new proposals move to awaiting acceptance in Ignition

When a proposal is moved to Awaiting Acceptance in Ignition, this workflow diligently springs into action, creating or updating a task in FYI. This process efficiently bridges the gap between your business platforms, ensuring no critical task falls through the cracks. With this automation, you can spend less time on manual data transfer and focus on crucial business decisions.

When a proposal is moved to Awaiting Acceptance in Ignition, this workflow diligently springs into action, creating or updating a task in FYI. This process efficiently bridges the gap between your business platforms, ensuring no critical task falls through the cracks. With this automation, you can spend less time on manual data transfer and focus on crucial business decisions.

  1. When this happens...
    IgnitionIgnition
    Proposal Moved to Awaiting Acceptance

    Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.

    TriggerInstant
  2. automatically do this!
    FYIFYI
    Create or Update Task

    Create or Update a Task in FYI.

    ActionWrite
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Supported triggers and actions

What does this mean?
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fyi logo

About FYI

FYI is a document management service for professionals
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Related categories

  • Accounting
ignition logo
ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
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Related categories

  • Proposal & Invoice Management

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